See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,956 | $77,503-33.0% | $100,391-48.2% | $80,856-35.7% |
| Participation rate | 61.5% | 76.9%-15.4pp | 81.5%-19.9pp | 67.6%-6.1pp |
| Annual return | 18.72% | 37.20%-18.5pp | 49.20%-30.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,667 | $2,801+30.9% | $3,942-7.0% | $2,755+33.1% |
| Participant deferral / active EE | $6,783 | $6,820-0.5% | $8,082-16.1% | $4,296+57.9% |
| Admin fee / account holder | $809 | $5,897-86.3% | $7,899-89.8% | $6,918-88.3% |